Description: Happy acoustic music begins to play and continues for the length of the video.
Description: Scott, a Senior Communications Specialist in Field Marketing at Canada Life, appears standing in front of the camera, dressed in business attire. He looks directly into the camera and begins speaking.
Scott: Hi, I'm Scott from field marketing at Canada Life. Having a strong digital presence is critical when prospecting and staying connected with clients. In fact, 93% of all purchases begin with an online search regardless of the industry. And specifically, 60% of all referrals within financial services start with a search. Today, I'm super excited to be able to talk to you about a new solution for your digital marketing toolkit. It's called Digital Agent.
Description: Camera zooms in closer to Scott as he continues speaking.
Scott: It's a new way for you to create a personalized website that can help you promote your business and build a digital presence. A website helps you establish a professional presence and build trust. It significantly lowers the cost of acquiring new clients and allows tracking of activity that offers valuable insights on what's resonating with your prospects and clients.
Description: Camera zooms back out as Scott continues speaking.
Scott: You can spend more time with your clients and less time working on your website. Let me show you how simple it is to use.
Description: Camera fades to black, and then Scott appears on camera, sitting at a desk with a laptop.
Scott: Sign up is super simple.
Description: Camera starts to capture Scott’s laptop screen, showing the Digital Agent sign up page. Scott is narrating.
Scott: All you need to do to sign up is visit our sign-up page. We'll provide the link at the end of this video.
Description: Video capture of the sign-up page now appears, with Scott narrating but out of view.
Scott: You complete this form. Once that's filled out, you'll be up and running in a couple of days.
Description: Video capture showing an example of a website home page and the different pages users can have, as Scott continues narrating.
Scott: This is the website, or the basic website that you're going to start with. It includes an advice section where all of the articles are populated, planning section with some financial planning information and insurance and investment information, and then a standard contact page and some client resources like calculators and client logins.
Description: Camera begins showing Scott again, sitting at the desk with his laptop.
Scott: Once you've got your site live, this is what your dashboard's going to look like.
Description: Camera starts to capture Scott’s laptop screen, showing the Digital Agent dashboard. Scott is narrating.
Scott: There's lots of things that you can do in the dashboard.
Description: Video capture showing the Digital Agent dashboard and settings, starting with pages and images, as Scott continues narrating.
Scott: So in Dashboards & Settings, a couple of things you can do to personalize your site. You can come into your pages. And right here, you can pick from a variety of cover photos that are available to personalize your page. We're actually going to update these cover photos every three months, and it's going to be consistent with what we provide for your social media pages, so you can start to create some brand consistency with your look and feel.
Description: Video capture showing the analytics Digital Agent offers, as Scott continues narrating.
Scott: Also in the dashboard, you can come here and get some analytics so you can actually see what kind of traffic you're getting on your website, see what kind of content is resonating with your clients and prospects.
Description: Video capture showing the Digital Agent dashboard, as Scott continues narrating.
Scott: Other things you can do to personalize your website.
Description: Video capture showing an example of a website homepage and how users can move content on the page, as Scott continues narrating.
Scott: You can actually come into most of these pages, and each block of content can be moved around, so you can rearrange it a little bit.
Description: Video capture showing the Digital Agent content library where users can add promotions, videos, and blogs to their pages. Scott continues narrating.
Scott: You've got this access to a content library. So you can come in here, there's promotions from Canada Life that we're going to make available that you can share on your page. There's videos that are going to be available to share on your page. And there's all kinds of articles that are going to be available on your page. The articles, the blog posts, we're guaranteeing two a month will be added to the library that you'll be able to access.
Scott: One of the things we're most excited about are the lead generation forms.
Description: Video capture showing the Digital Agent forms that users can add to their website, as Scott continues narrating.
Scott: On the dashboard, you simply go to the forms tab. You can choose from one of the pre-populated forms that we have, or you can create your own. And the best part of it…
Scott: …the leads come directly to you. Signing up is super simple. You'll be up and running in a couple of days.
Description: Camera fades to website call out page. Visit advisor.freedom55financial.com/Sign-Up to get started.